how to make a sales leaderboard
See how to make a sales leaderboard with one metric
How to make a sales leaderboard is one metric, a window, and large type you can read across the room. Knockdesk is field sales software for that board. This how-to sits on the guides hub. Ranks come from activity they logged. This page does not put a name on the board for you.
Book a Walkthrough- 1Open Compete, then Leaderboards. An admin or sales manager uses that path. A rep opens Performance, then Leaderboards.
- 2Pick one metric the crew already logs, such as Knocks, Conversations, Appointments, or Confirmed sales. One metric. A second column makes the winner unclear.
- 3Pick one window: Today, This Week, This Month, or All Time. Competition is the board for a live game. Custom is a board an admin sets on a metric and a window.
- 4Leave that signed-in page open on the display. Large type is that rank, readable across the room. There is no separate TV mode and no public link.
- 5If the window is empty, the board says nobody has scored yet. Do not type a person onto it so the room looks full.
The misses
Mistakes that make the board impossible to read
A board fails when the room cannot tell what won, or when the names were written in.
Two metrics
How to make a sales leaderboard starts with one metric. Knocks and deals on the same board is two contests.
A link you email
There is no public display link. Leave the signed-in Leaderboards page open. That is the large type in the room.
Names you add by hand
Ranks fill as people log activity. An empty window means nobody has scored yet. Do not invent a person to fill a row.
The board
The row is one score for that window
The leaderboard row is a rank, a person, and one score for the window you opened. Large type is that score, left on the display so the room can read it. An admin can filter all teams or one team.
Leaderboard
Sample
- 1Maya ChenNorth42
- 2Jordan HaleNorth31
- 3Alicia BrooksHarbor27
Related
Keep going from this board
- Ideas with a metric
Rows you can run, and the wall version of the same columns.
- Leaderboards on the desk
Today, This Week, This Month, All Time, Competition, and Custom.
- Open Compete
Leaderboards and live games share that desk.
- A game beside the board
The standing after you make it live sits next to this board.
- Back to the guides hub
The index this how-to opens from.
- Full desk pricing
Full desk is on the pricing page. A free trial is not open.
FAQ
Frequently asked questions
How to make a sales leaderboard the room can read?
How to make a sales leaderboard is one metric, a window, and large type. Knockdesk is field sales software for that board. Leave the signed-in page open on the display.
Which windows are already there?
Today, This Week, This Month, and All Time. Competition is the board for a live game. Custom is a board an admin sets on a metric and a window.
What is large type?
Large type is the rank on that Leaderboards page, readable across the room. There is no separate TV mode and no public link.
Who opens the board?
An admin or sales manager opens Compete, then Leaderboards. A rep opens Performance, then Leaderboards. An admin can filter all teams or one team.
What if nobody has scored?
The board says nobody has scored yet. Do not type a name in to fill the row.
How much does Knockdesk cost?
Full desk is on the pricing page. A free trial is not open.
The room
Bring the board nobody can read from the back.
We will pick one metric and one window, and leave that page open. Book a walkthrough. A free trial is not open.
Book a Walkthrough